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Two East Anglian Chartered Financial Planner firms merge

Two firms of Chartered Financial Planners in East Anglia - Smith & Pinching and Almary Green - are to merge, creating a business with 125 staff.

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Financial Planner’s staff boost children's charity with Bake-Off day

Charity-minded staff at Stockport-based Chartered Financial Planners Prest got the mixing bowls out to organise a Great British Bake Off-inspired event in aid of a children’s charity.

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Castle hosts launch of rebranded Chartered Financial Planners

Berry & Oak, a newly-rebranded firm of Chartered Financial Planners set up by a husband and wife team, has held its launch event in Hazlewood Castle, a luxury hotel near Leeds.

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Chartered Financial Planner joins Sanlam in new business model

Wealth management group Sanlam has unveiled Chartered Financial Planner and IFA Ergowealth as the first firm to join its partnership programme.

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